Discovery call

No flags 00:00

Who

Practice

Contact and role

Email Where the QBO invite goes

Phone

City and state

How they found us

Who else decides Partners, spouse, administrator, CPA

Deadline, and is it hard

Why now

What made you pick up the phone today? Then stop talking. Who does the books now comes out here too.

What they can't see

What do you need to know about the practice that you can't find out today? By location, by provider, by service line. And what decision is it holding up

Frustration with the books

When you open the financials, what's the first thing that annoys you? Or what they've stopped trusting

Practice profile

Dental

Rough is fine. These shape scope, not the quote.

The numbers

Shaded cells drive the quote.

Months behind

Last reconciled month

Last return filed (yr)

Return extended?

IRS or state notices?

Monthly collections

Locations

Bank accounts

Credit cards

W-2 employees

Does the balance sheet tie to the last filed return?

Do collections in the practice software tie to bank deposits?

Entities and structure

What exists

Legal entities in total

One set of books or separate?

What moves between them? Rent, management fees, shared payroll, shared cards, owner loans

Rent from the real estate LLC: is there a lease, and is it at market?

Do they need a consolidated view, a view by location, or both?

Systems and payroll

Payroll

Flags

Multiple years unfiled: any payment plan, and is a CPA engaged?

What do the notices say, and is there a balance owed?

Entity, basis and tax

Clinical entity taxed as

Is the owner on payroll taking a reasonable salary?

Basis

Cash Accrual Not sure

Tax filing

MedPraxis files CPA keeps it Undecided

Current CPA, and are they happy?

Owner personal returns we'd file

How do the owners get paid today? Salary, distributions, production pay. What they think their normalized number is

Where it's headed

By when

Next location, partner or acquisition in view?

Practice debt and lender Acquisition loans, equipment notes, lines of credit, any covenants

What great looks like

A year from now, what's different? Cadence, and whether they want to hand it off or stay in it

Interest beyond Financial Foundation

Planning & Performance DPS, analytics, quarterly days Financial Planning owner planning, estate, exit

●

Price it

Cleanup	·	·
Complexity adders	none	$0
Catch-up filings, CPA coordination		$
Cleanup total	quote as a fixed fee	·

Financial Foundation	·	·
Add-on tiers	none	$0
Monthly total	recurring	·

Tax filing	CPA keeps it	·
Override	use these instead if you're quoting off-model	$ $

Decision

Quote it Need access first Refer out Walk

Their words, verbatim

Flags to catch live

Your rates: set these once

Placeholders until you change them. They save in this browser and drive every quote above. Tier is set by monthly collections.

Past calls

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Enter months behind and monthly collections to see a quote.